Washington Policy Update and Secure Act 2.0: Is Your Practice Ready?
Despite Washington’s political partisanship, the passage of Secure Act 2.0 last year set the stage for the strengthening of Americans’ financial readiness for retirement and the U.S. retirement system overall. Its implementation will usher in a new period of retirement system modernization – one that advisors need to be prepared for.
LiveCast: Portfolio Construction: Keeping Tax-Efficiency Top of Mind
In the current macroeconomic environment, investors seeking income-focused products are increasingly interested in tax-efficiency. By layering the tax efficiency of investments into portfolio construction, advisors can help clients maximize income and returns, particularly during uncertain markets. In the upcoming LiveCast, Tom Lydon, Vice Chairman of VettaFi, will moderate an interactive discussion with Garrett Paolella, Portfolio Manager of the Nationwide Risk-Managed Income ETFs. The LiveCast will include a market outlook and advisor best practice for assisting clients building tax-efficient portfolios including considering Nationwide’s risk-managed income ETFs - an innovative approach to sourcing investment income and tax efficiency